Energy sector
Energy sales without scattered spreadsheets
An energy supplier with a growing B2B customer base – leads in email, quotes in Excel, no contact history in one place.
Leads and contracts outside one process
Sales, back-office, and service used different tools – hard to track quote and contract status.
No unified customer view: contact history, quotes, contracts, and service tickets in separate places.
Long B2B energy sales cycles required many approval stages – without a system, deadlines and quote versions were easily lost.
Management had no current sales pipeline without manual reports from sales reps.
- Leads in email inboxes
- Quotes in spreadsheets without versioning
- No pipeline for management
CRM tailored to energy sales process
Leads, quotes, contracts, and after-sales support in one system with approval workflows.
We designed a CRM with a sales funnel tailored to the energy industry – from lead qualification to multi-year contract signing. Each stage has assigned ownership and deadlines.
The quote module supports versioning and internal approval. Billing system integration syncs contract data after deal closure.
- B2B sales funnel with industry-specific stages
- Quote versioning and approval workflow
- 360° contact history
- Pipeline reports for management
Predictable sales process and complete customer history
Sales reps work in one CRM instead of connecting emails and spreadsheets.
Management sees the pipeline in real time – without weekly sales standups for numbers.
Back-office and service access the same customer history as sales – fewer “who handled this?” questions.
- One system for the full sales cycle
- Versioned quotes with change audit
- Current pipeline for management
Technologies used
CRM, B2B sales, PostgreSQL, Automation
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Tell us what you want to improve
The first call takes about 30 minutes and is free. Afterwards you know whether we can help, roughly what it costs and where to start.
Who you'll talk to
Przemysławfounder, runs the projects
You talk directly to the person who will prepare the quote and run the project.
- Phone+48 726 456 455
- Emailkontakt@softwaresystem.pl